# Financial advisors in Radnor, PA

> AdvisorCensus lists 39 investment advisory firms with a principal office in Radnor, Pennsylvania (part of the Philadelphia metro area), drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; the full Philadelphia metro area, including neighboring cities, is on its own page. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/pa/philadelphia/radnor

## At a glance

- Investment advisory firms: 39
- Registration: SEC-registered investment adviser: 27, State-registered investment adviser: 6, Exempt reporting adviser: 6
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 11 (33%); Percentage of assets 30 (91%); Hourly charges 6 (18%); Fixed fees 12 (36%); Performance-based fees 11 (33%); Other 6 (18%); No compensation arrangements reported 6
- Regulatory assets under management (Item 5.F): $25 million to $100 million 4 (10%); $100 million to $500 million 6 (15%); $500 million to $1 billion 3 (8%); $1 billion to $5 billion 9 (23%); Over $5 billion 6 (15%); Not reported 11 (28%)
- Years registered: Under 5 years 16 (41%); 5 to 9 years 1 (3%); 10 to 19 years 14 (36%); 20 years or more 8 (21%)

## Firms (page 1 of 1, 1 to 39 of 39, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Alterra IOS Manager, LLC](https://advisorcensus.com/firm/alterra-ios-manager-llc-radnor-pa-324445) ([md](https://advisorcensus.com/firm/alterra-ios-manager-llc-radnor-pa-324445.md)) | 324445 | Radnor, PA | SEC-registered investment adviser | $1 billion to $5 billion | 3 | % of assets, Performance fee |
| [AVC Fund Management, LLC](https://advisorcensus.com/firm/avc-fund-management-llc-radnor-pa-316829) ([md](https://advisorcensus.com/firm/avc-fund-management-llc-radnor-pa-316829.md)) | 316829 | Radnor, PA | Exempt reporting adviser | Not reported | 4 | Not reported |
| [Callan Family Office, LLC](https://advisorcensus.com/firm/callan-family-office-llc-radnor-pa-317446) ([md](https://advisorcensus.com/firm/callan-family-office-llc-radnor-pa-317446.md)) | 317446 | Radnor, PA | SEC-registered investment adviser | Over $5 billion | 4 | % of assets, Fixed fee |
| [Cbre Investment Management Listed Real Assets LLC](https://advisorcensus.com/firm/cbre-investment-management-listed-real-assets-llc-radnor-pa-106256) ([md](https://advisorcensus.com/firm/cbre-investment-management-listed-real-assets-llc-radnor-pa-106256.md)) | 106256 | Radnor, PA | SEC-registered investment adviser | Over $5 billion | 31 | % of assets, Performance fee |
| [Clearview Financial Partners](https://advisorcensus.com/firm/clearview-financial-partners-radnor-pa-286168) ([md](https://advisorcensus.com/firm/clearview-financial-partners-radnor-pa-286168.md)) | 286168 | Radnor, PA | SEC-registered investment adviser | $1 billion to $5 billion | 7 | % of assets, Hourly, Fixed fee |
| [Cresap, Inc.](https://advisorcensus.com/firm/cresap-inc-radnor-pa-25899) ([md](https://advisorcensus.com/firm/cresap-inc-radnor-pa-25899.md)) | 25899 | Radnor, PA | SEC-registered investment adviser | $100 million to $500 million | 12 | % of assets, Other |
| [Drexel Morgan & Co.](https://advisorcensus.com/firm/drexel-morgan-and-co-radnor-pa-151053) ([md](https://advisorcensus.com/firm/drexel-morgan-and-co-radnor-pa-151053.md)) | 151053 | Radnor, PA | SEC-registered investment adviser | $500 million to $1 billion | 17 | % of assets |
| [Exeter Property Group, LLC](https://advisorcensus.com/firm/exeter-property-group-llc-radnor-pa-161935) ([md](https://advisorcensus.com/firm/exeter-property-group-llc-radnor-pa-161935.md)) | 161935 | Radnor, PA | SEC-registered investment adviser | Over $5 billion | 14 | % of assets, Performance fee |
| [Goalpost Wealth Management, LLC](https://advisorcensus.com/firm/goalpost-wealth-management-llc-radnor-pa-341905) ([md](https://advisorcensus.com/firm/goalpost-wealth-management-llc-radnor-pa-341905.md)) | 341905 | Radnor, PA | SEC-registered investment adviser | Not reported | 0 | % of assets |
| [Godshalk Welsh Capital Management, Inc.](https://advisorcensus.com/firm/godshalk-welsh-capital-management-inc-radnor-pa-106410) ([md](https://advisorcensus.com/firm/godshalk-welsh-capital-management-inc-radnor-pa-106410.md)) | 106410 | Radnor, PA | SEC-registered investment adviser | $100 million to $500 million | 35 | % of assets, Hourly, Fixed fee |
| [Golden Ratio Wealth Management LLC](https://advisorcensus.com/firm/golden-ratio-wealth-management-llc-radnor-pa-342561) ([md](https://advisorcensus.com/firm/golden-ratio-wealth-management-llc-radnor-pa-342561.md)) | 342561 | Radnor, PA | SEC-registered investment adviser | Not reported | 0 | % of assets |
| [Haverford Financial Services, Inc.](https://advisorcensus.com/firm/haverford-financial-services-inc-radnor-pa-130007) ([md](https://advisorcensus.com/firm/haverford-financial-services-inc-radnor-pa-130007.md)) | 130007 | Radnor, PA | SEC-registered investment adviser | $100 million to $500 million | 22 | % of assets |
| [L2 Management Company](https://advisorcensus.com/firm/l2-management-company-radnor-pa-322085) ([md](https://advisorcensus.com/firm/l2-management-company-radnor-pa-322085.md)) | 322085 | Radnor, PA | Exempt reporting adviser | Not reported | 4 | Not reported |
| [LBC Credit Partners](https://advisorcensus.com/firm/lbc-credit-partners-radnor-pa-157628) ([md](https://advisorcensus.com/firm/lbc-credit-partners-radnor-pa-157628.md)) | 157628 | Radnor, PA | SEC-registered investment adviser | $1 billion to $5 billion | 14 | % of assets, Performance fee |
| [Lincoln Financial Investments Corporation](https://advisorcensus.com/firm/lincoln-financial-investments-corporation-radnor-pa-108881) ([md](https://advisorcensus.com/firm/lincoln-financial-investments-corporation-radnor-pa-108881.md)) | 108881 | Radnor, PA | SEC-registered investment adviser | Over $5 billion | 41 | % of assets |
| [Lovell Minnick](https://advisorcensus.com/firm/lovell-minnick-radnor-pa-156494) ([md](https://advisorcensus.com/firm/lovell-minnick-radnor-pa-156494.md)) | 156494 | Radnor, PA | SEC-registered investment adviser | Over $5 billion | 14 | % of assets, Performance fee, Other |
| [McAdam LLC](https://advisorcensus.com/firm/mcadam-llc-radnor-pa-170914) ([md](https://advisorcensus.com/firm/mcadam-llc-radnor-pa-170914.md)) | 170914 | Radnor, PA | SEC-registered investment adviser | $1 billion to $5 billion | 12 | % of assets, Fixed fee |
| [Mondrian Investment Partners (U.S.), Inc.](https://advisorcensus.com/firm/mondrian-investment-partners-u-s-inc-radnor-pa-132427) ([md](https://advisorcensus.com/firm/mondrian-investment-partners-u-s-inc-radnor-pa-132427.md)) | 132427 | Radnor, PA | State-registered investment adviser | Not reported | 22 | Other |
| [MVP Management Company](https://advisorcensus.com/firm/mvp-management-company-radnor-pa-330680) ([md](https://advisorcensus.com/firm/mvp-management-company-radnor-pa-330680.md)) | 330680 | Radnor, PA | Exempt reporting adviser | Not reported | 1 | Not reported |
| [Newspring Capital](https://advisorcensus.com/firm/newspring-capital-radnor-pa-160608) ([md](https://advisorcensus.com/firm/newspring-capital-radnor-pa-160608.md)) | 160608 | Radnor, PA | SEC-registered investment adviser | $1 billion to $5 billion | 14 | % of assets, Performance fee |
| [Nordwand Advisors](https://advisorcensus.com/firm/nordwand-advisors-radnor-pa-322936) ([md](https://advisorcensus.com/firm/nordwand-advisors-radnor-pa-322936.md)) | 322936 | Radnor, PA | SEC-registered investment adviser | $1 billion to $5 billion | 4 | % of assets, Fixed fee |
| [Nordwand Investments, LLC](https://advisorcensus.com/firm/nordwand-investments-llc-radnor-pa-323829) ([md](https://advisorcensus.com/firm/nordwand-investments-llc-radnor-pa-323829.md)) | 323829 | Radnor, PA | SEC-registered investment adviser | $25 million to $100 million | 3 | % of assets, Performance fee |
| [Northport Investment Management, LLC](https://advisorcensus.com/firm/northport-investment-management-llc-radnor-pa-149223) ([md](https://advisorcensus.com/firm/northport-investment-management-llc-radnor-pa-149223.md)) | 149223 | Radnor, PA | State-registered investment adviser | $25 million to $100 million | 17 | % of assets, Hourly, Fixed fee |
| [Patriot Financial Manager, L.P.](https://advisorcensus.com/firm/patriot-financial-manager-l-p-radnor-pa-159818) ([md](https://advisorcensus.com/firm/patriot-financial-manager-l-p-radnor-pa-159818.md)) | 159818 | Radnor, PA | SEC-registered investment adviser | $1 billion to $5 billion | 14 | % of assets, Performance fee, Other |
| [Peroni Portfolio Advisors, Inc.](https://advisorcensus.com/firm/peroni-portfolio-advisors-inc-radnor-pa-281573) ([md](https://advisorcensus.com/firm/peroni-portfolio-advisors-inc-radnor-pa-281573.md)) | 281573 | Radnor, PA | State-registered investment adviser | Not reported | 10 | Other |
| [Presilium Private Wealth, LLC](https://advisorcensus.com/firm/presilium-private-wealth-llc-radnor-pa-318345) ([md](https://advisorcensus.com/firm/presilium-private-wealth-llc-radnor-pa-318345.md)) | 318345 | Radnor, PA | SEC-registered investment adviser | $500 million to $1 billion | 4 | % of assets |
| [Retire Ready Wealth Management](https://advisorcensus.com/firm/retire-ready-wealth-management-radnor-pa-316942) ([md](https://advisorcensus.com/firm/retire-ready-wealth-management-radnor-pa-316942.md)) | 316942 | Radnor, PA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets |
| [Seminal Beauty and Wellness Investments, LLC](https://advisorcensus.com/firm/seminal-beauty-and-wellness-investments-llc-radnor-pa-343766) ([md](https://advisorcensus.com/firm/seminal-beauty-and-wellness-investments-llc-radnor-pa-343766.md)) | 343766 | Radnor, PA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Stevens Capital Management LP](https://advisorcensus.com/firm/stevens-capital-management-lp-radnor-pa-161202) ([md](https://advisorcensus.com/firm/stevens-capital-management-lp-radnor-pa-161202.md)) | 161202 | Radnor, PA | SEC-registered investment adviser | $1 billion to $5 billion | 14 | % of assets, Performance fee |
| [Stoneridge PMG Advisors, LLC](https://advisorcensus.com/firm/stoneridge-pmg-advisors-llc-radnor-pa-107662) ([md](https://advisorcensus.com/firm/stoneridge-pmg-advisors-llc-radnor-pa-107662.md)) | 107662 | Radnor, PA | SEC-registered investment adviser | $500 million to $1 billion | 30 | % of assets |
| [Symmetry Peak Management, LLC](https://advisorcensus.com/firm/symmetry-peak-management-llc-radnor-pa-129678) ([md](https://advisorcensus.com/firm/symmetry-peak-management-llc-radnor-pa-129678.md)) | 129678 | Radnor, PA | Exempt reporting adviser | Not reported | 14 | Not reported |
| [Teton Peaks Management, LLC](https://advisorcensus.com/firm/teton-peaks-management-llc-radnor-pa-304575) ([md](https://advisorcensus.com/firm/teton-peaks-management-llc-radnor-pa-304575.md)) | 304575 | Radnor, PA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [TGS Financial Advisors](https://advisorcensus.com/firm/tgs-financial-advisors-radnor-pa-107289) ([md](https://advisorcensus.com/firm/tgs-financial-advisors-radnor-pa-107289.md)) | 107289 | Radnor, PA | SEC-registered investment adviser | $100 million to $500 million | 35 | % of assets, Fixed fee |
| [Tiff Investment Management](https://advisorcensus.com/firm/tiff-investment-management-radnor-pa-156308) ([md](https://advisorcensus.com/firm/tiff-investment-management-radnor-pa-156308.md)) | 156308 | Radnor, PA | SEC-registered investment adviser | $1 billion to $5 billion | 14 | % of assets |
| [Tiff Investment Management](https://advisorcensus.com/firm/tiff-investment-management-radnor-pa-327436) ([md](https://advisorcensus.com/firm/tiff-investment-management-radnor-pa-327436.md)) | 327436 | Radnor, PA | SEC-registered investment adviser | Over $5 billion | 2 | % of assets, Fixed fee, Performance fee, Other |
| [Traverse Private Wealth](https://advisorcensus.com/firm/traverse-private-wealth-radnor-pa-329996) ([md](https://advisorcensus.com/firm/traverse-private-wealth-radnor-pa-329996.md)) | 329996 | Radnor, PA | State-registered investment adviser | $25 million to $100 million | 2 | % of assets, Hourly, Fixed fee |
| [Truewealth Solutions](https://advisorcensus.com/firm/truewealth-solutions-radnor-pa-327036) ([md](https://advisorcensus.com/firm/truewealth-solutions-radnor-pa-327036.md)) | 327036 | Radnor, PA | State-registered investment adviser | Not reported | 1 | Fixed fee |
| [V3LIMITED LLC](https://advisorcensus.com/firm/v3limited-llc-radnor-pa-169624) ([md](https://advisorcensus.com/firm/v3limited-llc-radnor-pa-169624.md)) | 169624 | Radnor, PA | SEC-registered investment adviser | $100 million to $500 million | 12 | % of assets, Hourly, Fixed fee, Performance fee |
| [Wealthcare Solutions, LLC](https://advisorcensus.com/firm/wealthcare-solutions-llc-radnor-pa-126827) ([md](https://advisorcensus.com/firm/wealthcare-solutions-llc-radnor-pa-126827.md)) | 126827 | Radnor, PA | State-registered investment adviser | $25 million to $100 million | 22 | % of assets, Hourly, Fixed fee |

## Questions people ask

**How many financial advisory firms are there in Radnor, PA?**
AdvisorCensus lists 39 investment advisory firms with a principal office in Radnor, Pennsylvania (part of the Philadelphia metro area), from Form ADV filings as of October 2026: 27 SEC-registered, 6 state-registered, and 6 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV.

**How many fee-only financial advisors are in Radnor, PA?**
11 of the 39 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed.

**How many financial advisors in Radnor, PA offer financial planning?**
13 of the 33 firms in Radnor, PA that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports.

**Are the financial advisors in Radnor, PA fiduciaries?**
Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 11 firms that meet AdvisorCensus's fee-only test report none of those sales ties.

**How do I check whether a financial advisor has disciplinary disclosures?**
Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck.

**Does AdvisorCensus rate, verify, or recommend these firms?**
No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content.

**What does regulatory assets under management mean?**
Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality.

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Cite as: AdvisorCensus. Financial advisors in Radnor, PA: 39 firms from Form ADV filings as of October 2026.